Settings - Reporting periods

Reporting periods

Go to Settings —> Reporting periods.

Enter the from and to dates for your annual reporting requirements. This will allow figures to be collected for the organisation within different years and help annual reporting and targeting to net zero.

Select Add a new , from the dropdown select the year and the start and end dates of your reporting period. Click save to store.

If there is a change required to the reporting periods, this can also be done in this area. Once the reporting periods have been updated, run the summary recalculation, this will reassign the transactions in the system to the correct reporting period.

For the Recalc enter recalc into the dialogue box and the Start rebuild button.